Castleview Partners’s Stanley Black & Decker SWK Stock Holding History

Castleview Partners’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$802K	Buy	8,516 +1,974	+30%	+$155K	0.35%	66
2026 Q1	$465K	Buy	6,542 +1,065	+19%	+$85.5K	0.24%	101
2025 Q4	$407K	Buy	5,477 +1,300	+31%	+$91.5K	0.2%	112
2025 Q3	$310K	Buy	4,177 +531	+15%	+$38.9K	0.17%	128
2025 Q2	$247K	Buy	3,646 +480	+15%	+$31K	0.16%	149
2025 Q1	$243K	Buy	3,166 +70	+2%	+$5.9K	0.16%	150
2024 Q4	$247K	Buy	3,096 +324	+12%	+$30K	0.13%	160
2024 Q3	$305K	Buy	2,772 +103	+4%	+$9.89K	0.18%	137
2024 Q2	$213K	Buy	2,669 +2,151	+415%	+$189K	0.12%	169
2024 Q1	$50.7K	Buy	518 +16	+3%	+$1.48K	0.03%	355
2023 Q4	$49.2K	Buy	502 +1	+0.2%	+$88	0.03%	294
2023 Q3	$41.9K	Sell	501 -1	-0.2%	-$93	0.04%	276
2023 Q2	$47K	Buy	502 +1	+0.2%	+$83	0.04%	257
2023 Q1	$40.4K	Buy	501 +388	+343%	+$32.7K	0.04%	285
2022 Q4	$8.49K	Buy	+113	New	+$8.82K	0.01%	392

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Castleview Partners's SWK Position: Q2 2026 in Review

Castleview Partners increased its Stanley Black & Decker (SWK) stake by 30% in Q2 2026, buying an estimated $155K and bringing the position to 8,516 shares worth $802K. The position accounts for 0.35% of the portfolio, ranked #66.

Castleview Partners first reported a position in SWK in Q4 2022 and has held it in 15 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Castleview Partners held 8,516 shares of Stanley Black & Decker worth $802K as of Q2 2026.
Castleview Partners bought 1,974 Stanley Black & Decker shares in Q2 2026, an estimated $155K.
Stanley Black & Decker made up 0.35% of Castleview Partners's portfolio in Q2 2026, its #66 holding.
Castleview Partners first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 15 quarters since.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.